SBAR is an absolute return relative value investment strategy that seeks to generate returns from low-risk Canadian government and government-backed bonds, not corporate credit, regardless of market conditions and with no need to make calls on the direction of markets or interest rates.

 

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INVESTMENT OBJECTIVES

The investment objective of the Fund is to realize consistent absolute positive returns over the credit cycles of:

• Return: 4 to 5% above 91d Can T-Bills
• Volatility: 4 to 6%, annualized
• Diversification benefits, capital preservation and low zero correlation with traditional asset classes.

INVESTMENT STRATEGIES

The Fund has broad and flexible investment authority and uses various fixed income relative value and hedging strategies supported by internal models that identify, rank and weight a universe of opportunities based on current expected returns vs. historical volatility.

PORTFOLIO CARBON INTENSITY

The Fund intends to achieve its investment objectives while maintaining a portfolio that, in aggregate, the Manager assesses to have a lower carbon intensity than broadly diversified Canadian bond portfolios sush as the FTSE Canada Universe Bond Index.

FUND FACTS